401(k) · DOL Form 5500 · 2022

National Treasury Employees Union 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
132
Participants Small participant base
88th
Percentile by assets National rank
$383,831
Avg per participant High balance/head
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Official DOL plan name: N.T.E.U. 401(k) Plan · Sponsored by National Treasury Employees Union · District of Columbia · Other Services

$51M in assets, 132 participants

National Treasury Employees Union's N.T.E.U. 401(k) Plan reported $51M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,960 in Other Services (8,398 peers)

Coverage in District of Columbia

N.T.E.U. 401(k) Plan covers 132 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $51M.

#7,960
in Other Services (8,398 peers)
-22.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

N.T.E.U. 401(k) Plan's outsized position by total assets

N.T.E.U. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$50,665,680 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

N.T.E.U. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. N.T.E.U. 401(k) Plan sits mid-pack in the medium band (132 participants).

Published 5500 schedule card

Filing strip 530244795 · National Treasury Employees Union PY 2022 · 401(k)

N.T.E.U. 401(k) Plan · $51M · 132 · 88th

  • IND $51M
  • EOY 132
  • 5500 88th
  • ASSETS 401(k)
  • PCT near Rockefeller Non-Profits 401(k) Plan
  • EIN ind #7960

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in District of Columbia →

N.T.E.U. 401(k) Plan in the asset neighbourhood

Mvp Law Profit Sharing 401(k) PlanMvp Law Profit Sharing 401(k…$51MBarton & Loguidice, D.P.C. Profit Sharing & 401(k) PlanBarton & Loguidice, D.P.C. P…$51MN.T.E.U. 401(k) Plan$51MRockefeller Non-Profits 401(k) PlanRockefeller Non-Profits 401(…$51MMcDonald's Carano LLP Profit Sharing PlanMcDonald's Carano LLP Profit…$51M
End-of-year total assets ($M) among N.T.E.U. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$51M
Net Income-$14M
Employer EIN530244795
Plan Effective Date1979-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Treasury Employees Union)

Sponsor-wide plan assets over time

All National Treasury Employees Union plans reported in each filing year

Latest sponsor-wide plan assets
$84M 30.52153098934573% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64.7M $84.4M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 254 $65M
2023 2 258 $72M
2024 2 260 $84M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

N.T.E.U. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants N.T.E.U. 401(k) Plan, Total assets ($B): 0.05066568 · Participants: 132N.T.E.U. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
N.T.E.U. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare N.T.E.U. 401(k) Plan side-by-side with 3 peers →

N.T.E.U. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Rockefeller Non-Profits 401(k) Plan in NY ($51M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did N.T.E.U. 401(k) Plan assets move in 2022? ▼
N.T.E.U. 401(k) Plan declined sharply - down 22.0% during 2022, from $65M to $51M. Reported net income was -$14M.
How have National Treasury Employees Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Treasury Employees Union's sponsor-wide assets grew 30.5%, from $65M to $84M.
Where does N.T.E.U. 401(k) Plan rank by assets among Form 5500 filers? ▼
N.T.E.U. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to N.T.E.U. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockefeller Non-Profits 401(k) Plan in NY ($51M, 90 participants).
Which 401(k) plans cover a similar participant headcount to N.T.E.U. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 530244795.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.